Collective Family Office, LLC

Trevor Hoffman is a financial advisor with Collective Family Office, LLC, holding seven years of industry experience. He previously worked at BNY Mellon Wealth Management from 2015 to 2019 before joining his current firm. Outside of advisory work, he is a part owner of an agricultural and residential property business. Collective Family Office, LLC provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes strategies including long- and short-term positions, option writing, direct indexing, and investments in structured products, ETFs, and private funds.

Trevor Kasulen is a financial advisor at Collective Family Office, LLC with a Series 65 credential and one year of industry experience. His prior work includes positions at GHI Engineers & Surveyors and Napoli Hospitality Group. Collective Family Office provides discretionary portfolio management and pension consulting to high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a range of investment strategies including the use of derivatives and structured products, and it manages over $527 million in discretionary assets with a small advisory team.

David Sivel is a CFP®-credentialed financial advisor with 21 years of industry experience. He has worked at Collective Family Office, LLC since 2019 and previously was with BNY Mellon Wealth Management from 2015 to 2019. Collective Family Office provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a variety of investment strategies including fundamental, technical, and cyclical analysis, utilizing tools such as derivatives, options, direct indexing, and private funds.

Brian Luster is a financial advisor with Collective Family Office, LLC and holds a Series 66 designation. He has 17 years of industry experience, including prior work at BNY Mellon Wealth Management from 2016 to 2019. Luster has been with Collective Family Office since 2019. Collective Family Office provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate entities. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, using sub-advisors for alternative allocations, and incorporates derivatives and secured borrowing within its managed accounts.